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After a brutal week of red candles, the markets decided to go full phoenix mode on Monday rising straight outta the ashes of last week’s doom.

The S&P 500 jumped +1.5%, the Nasdaq ripped +2.3%, and even Grandpa Dow Jones got out of his recliner to climb +0.8%.

Why the sudden mood swing?

Because Congress might finally be done LARPing as your broke roommate. Senate negotiators are cooking up a deal to end the record-breaking U.S. government shutdown, and traders love nothing more than a good ol’ “crisis averted” headline.

AI stocks, which got clobbered last week, staged a comeback like they just got a pep talk from Tony Robbins.

Basically, the “buy-the-dip” crowd punched back hard, fueled by caffeine, memes, and an unhealthy relationship with risk.

Here’s the weird part: gold and silver joined the party too.

Normally, gold shines when people panic — not when they’re YOLO’ing into AI stocks. But this time, it tagged along like your cousin who insists on coming to every hangout.

As one analyst put it, this rally is “speculative.” We’re all just vibing right now.

Not everyone was invited to the pump party.

Health insurance stocks took a hit after Trump suggested sending federal funding directly to people instead of insurance companies.
That sound you heard? The entire healthcare sector clutching its pearls.

Eight Senate Democrats said, “fine, let’s open the doors again.”

Their plan would fund big departments (Agriculture, Veterans Affairs, Congress) through the fiscal year and extend others through Jan. 30.
Furloughed workers get their back pay. Government services resume.
But ACA subsidies? Still left on read.

Final vote’s expected later this week — so, don’t pop the champagne just yet.

Bond traders are stretching before the chaos resumes. Once government data starts flowing again, expect more volatility than a crypto launch.

This week’s headliners:

The market mood right now? Hopeful, chaotic, and mildly delusional — just the way we like it.

1. Ride the AI Rebound
After last week’s selloff, AI leaders like Palantir, Nvidia, and AMD are back flexing. Momentum’s clearly shifted — and dip buyers have their wallets open again.
📌 Action: Accumulate quality AI names $PLTR ( ▼ 0.58% ), $NVDA ( ▼ 0.97% ), $AMD ( ▼ 1.09% ), $MU ( ▲ 2.98% ) on small red days. Scale in — don’t chase. Hold through earnings season as shutdown fears fade and risk appetite returns.

2. Play the “Shutdown Over” Relief Rally
Markets love a good sigh of relief. With the Senate close to ending the record-breaking shutdown, cyclicals and large caps could see a short-term lift as uncertainty dies down.
📌 Action: Add to S&P 500 or Dow trackers $SPY ( ▲ 1.0% ), $DIA ( ▲ 1.1% ) before the vote. Take profits once the deal’s officially inked and the rally cools.

3. Lean Into the “Speculative Hedge” Trade
Gold and silver jumping with tech is rare and signals traders are hedging their enthusiasm. That combo screams “risk-on with a side of caution.”
📌 Action: Add a small hedge via gold or silver ETFs $GLD ( ▼ 0.16% ), $SLV ( ▼ 1.05% ) while keeping most capital in growth plays. You’ll capture upside if optimism continues, and soften blows if sentiment flips.

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Health insurance stocks woke up Monday and chose violence (against themselves).

Centene $CNC ( ▲ 4.8% ) and Oscar Health $OSCR ( ▲ 3.45% ) took the biggest hits premarket. Elevance $ELV ( ▲ 2.47% ), Molina $MOH ( ▲ 5.24% ), UnitedHealth $UNH ( ▲ 2.71% ), Humana $HUM ( ▲ 1.71% ), and CVS Health $CVS ( ▲ 2.62% ) also joined the sell-off squad.

The reason? A familiar voice from Truth Social.

On Saturday, Trump fired off a post saying federal healthcare funds should go straight to the people — skipping the “BIG, BAD, money-sucking” insurance companies.

“The people can buy their own, much better policy, for much less money,” he wrote. “Saving, for themselves, an absolute fortune!!!”

Translation: Cut out the middleman. Let Americans swipe their own healthcare credit cards.

He doubled down Sunday with another post:

“Pay the people, not the insurance companies!”

The U.S. Senate barely avoided total gridlock over the weekend as they tried to end a month-long government shutdown. The big sticking point? Expiring Obamacare subsidies.

According to the Wall Street Journal, Republicans floated a new idea: instead of funneling money to insurers, why not dump it directly into Americans’ flexible-spending accounts?

Boom — impasse broken. Sort of.

Democrats countered with a plan to extend those subsidies for another year. Republicans said, “Nah.”

Insurers heard “direct payments to consumers” and immediately saw red. If Uncle Sam stops sending billions their way, the gravy train might finally hit the brakes.

Investors bailed faster than a nurse at closing time.

For now, it’s just talk. But any policy shift that reroutes government healthcare cash away from insurers = lower margins, lower profits, and lower stock prices.

The “BIG, BAD” insurance companies just got a not-so-subtle reminder that when Trump tweets (or Truths), their stock charts can flatline faster than a hospital monitor.

1. Ride the Healthcare Rotation
Trump’s “pay the people” talk could push investors out of managed care and into other corners of healthcare—like biotech and medical devices—that don’t rely on government subsidies.
📌 Action: Rotate some exposure from insurers $CNC ( ▲ 4.8% ), $UNH ( ▲ 2.71% ), $HUM ( ▲ 1.71% ) into innovation-focused ETFs like $XBI ( ▲ 2.48% ) (biotech) or $IHI ( ▲ 2.55% ) (medical devices). These sectors benefit from health spending, no matter who’s holding the purse.

2. Bet on Consumer Healthcare Spending
If funds go directly to households, more Americans might choose cheaper, more flexible care options—think telehealth and private clinics.
📌 Action: Look at growth plays like $TDOC ( ▲ 2.96% ) (Teladoc) or $HIMS ( ▲ 3.24% ) (Hims & Hers), or ETFs like $EDOC ( ▼ 1.78% ), which focus on digital health and consumer wellness.

3. Focus on Healthcare Infrastructure
Even if insurers take a hit, the system still needs hospitals, tech, and logistics to run. The money just changes lanes.
📌 Action: Consider infrastructure-heavy healthcare REITs like $DOC ( ▲ 2.53% ) or $MPW ( ▲ 5.37% ), or software providers like $VEEV ( ▼ 9.77% ) (Veeva Systems) that serve the entire medical ecosystem.

Elon Musk just floated one of the wildest ideas of the year. And for Elon, that’s saying something.

At Tesla’s annual meeting, Musk suggested that in the near future, you might get paid $100–$200 a month… for letting your car run AI workloads while it’s chilling in your driveway.

Yup. Your Model Y could soon have a side hustle.

Morgan Stanley’s Adam Jonas ran the math and it’s bonkers.

That’s like turning every driveway into a mini data center, minus the screaming fans and fluorescent lighting.

Jonas says we could soon see tens of billions of AI-enabled devices — from humanoid robots and drones to factory bots and surgical assistants — all running inference at the edge.

The result? A swarming, distributed AI supercomputer with near-zero latency and infinite vibes.

If Tesla pulls this off, it could control the largest AI inference network in the world, generating up to 100 gigawatts of compute power.

That’s more juice than some entire nations.

Forget data centers. Tesla could become the Uber for AI workloads, renting out compute like it’s Airbnb for silicon.

Tesla Chairperson Robyn Denholm sent a love letter to shareholders after last week’s vote basically turned into a massive standing ovation for Elon.

Key highlights:

Translation:

Denholm says Tesla’s on the cusp of “the largest value-creation event in human history.” Which sounds like something you’d say before launching a new planet, but hey — she’s been right before.

This is Tesla’s new playbook:

If it works, Tesla won’t just make cars, it’ll own the infrastructure behind AI itself.

And if it doesn’t? Well… at least your Model 3 will finally be working harder than you are.

Your car might not just drive itself soon… it might outwork you too.

1. Bet on the AI Infrastructure Boom
If Tesla really turns its cars into mobile data centers, the demand for AI chips, cooling systems, and edge-compute tech will explode. Companies building the backbone — like NVIDIA, Super Micro Computer, and Broadcom — could ride that wave hard.
📌 Action: Accumulate AI infrastructure plays on dips. Focus on companies supplying GPUs, networking, and power systems for distributed compute.

2. Invest in the “Autonomy Stack”
Tesla’s AI push isn’t just about self-driving cars. It’s a full-on robotics and automation revolution. If the Robotaxi and Optimus plans unfold, the entire ecosystem of autonomous software, sensors, and robotics hardware benefits.
📌 Action: Build exposure to autonomy enablers like Ambarella, Luminar, and ABB. Hold long-term as AI moves from servers → streets → factories.

3. Follow the “AI Yield” Trend
If Tesla pays users to let their cars run AI tasks, it opens a new asset class: “AI yield farming.” Expect similar models where consumers earn passive income from sharing compute or data.
📌 Action: Research early-stage plays building distributed AI networks — like Render or Akash in crypto — that mirror Tesla’s compute-sharing idea. Early conviction here could 10x if the model goes mainstream.